Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Durable Capital Partners LP manages $10.6B across 40 positions as of Q4 2025. Top holdings: RBC (10.0%), DASH (7.7%), MELI (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 16 exits, 13 increased. Top move: DASH (INCREASED, conviction 100). Portfolio: $10.6B across 40 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile